Aspen Technology, Inc.
AZPNDelisted Mar 12, 2025- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001897982
Aspen Technology, Inc. was delisted on Mar 12, 2025; its insiders filed their last Form 4 on Mar 13, 2025; 450 institutions reported holding it in 13F filings for Q4 2024, worth $6.92B in total; no superinvestor held it.
13F holders, Q4 2024
Institutional positions in Aspen Technology, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
AZPN is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 450
- +32 vs. Q3 2024
- Shares held
- 27.7M
- −1.43M (−4.9%) vs. Q3 2024
- Total value
- $6.92B
- −$4.61M (−0.1%) vs. Q3 2024
- New holders
- 88
- 124 more added
- Sold out
- 56
- 172 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $200 |
| Q1 2026 | 1 | $200 |
| Q4 2025 | 1 | $200 |
| Q3 2025 | 1 | $200 |
| Q2 2025 | 1 | $200 |
| Q1 2025 | 7 | $8.49M |
| Q4 2024 | 450 | $6.92B |
| Q3 2024 | 426 | $7.00B |
| Q2 2024 | 395 | $5.79B |
| Q1 2024 | 390 | $6.06B |
| Q4 2023 | 372 | $6.34B |
| Q3 2023 | 370 | $5.87B |
| Q2 2023 | 357 | $4.83B |
| Q1 2023 | 376 | $6.86B |
| Q4 2022 | 385 | $6.01B |
| Q3 2022 | 341 | $6.89B |
| Q2 2022 | 318 | $4.50B |
| Q1 2022 | 381 | $10.8B |
| Q4 2021 | 382 | $9.84B |
| Q3 2021 | 351 | $8.28B |
| Q2 2021 | 364 | $9.55B |
| Q1 2021 | 376 | $9.68B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,321 | $1.33M | 0.04% | −130−2.4% | Reduced |
| Korea Investment CORP | 5,229 | $1.31M | 0.00% | −7,864−60.1% | Reduced |
| Winton Group Ltd | 5,064 | $1.26M | 0.08% | −647−11.3% | Reduced |
| Prelude Capital Management, LLC | 5,029 | $1.26M | 0.11% | +5,029 | New |
| Polar Asset Management Partners Inc. | 5,000 | $1.25M | 0.02% | +5,000 | New |
| BTG Pactual Asset Management US LLC | 5,000 | $1.25M | 0.16% | +5,000 | New |
| Envestnet Portfolio Solutions, Inc. | 4,875 | $1.22M | 0.00% | −1,149−19.1% | Reduced |
| AQR Capital Management LLC | 4,815 | $1.20M | 0.00% | −9,807−67.1% | Reduced |
| Xponance, Inc. | 4,750 | $1.19M | 0.01% | +275+6.1% | Added |
| Simplex Trading, LLC | 4,688 | $1.17M | 0.03% | +4,688 | New |
| Gabelli & Co Investment Advisers, Inc. | 4,650 | $1.16M | 0.20% | +4,650 | New |
| Pathstone Holdings, LLC | 4,626 | $1.15M | 0.01% | +1,151+33.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,548 | $1.14M | 0.01% | −58−1.3% | Reduced |
| Bailard, Inc. | 4,541 | $1.13M | 0.03% | +41+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,267 | $1.07M | 0.00% | +4,267 | New |
| Azzad Asset Management Inc | 4,260 | $1.06M | 0.21% | +71+1.7% | Added |
| Net Worth Advisory Group | 4,197 | $1.05M | 0.32% | +41+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 4,182 | $1.04M | 0.00% | −12,384−74.8% | Reduced |
| Impact Capital Partners LLC | 4,043 | $1.01M | 0.36% | +4,043 | New |
| Cetera Investment Advisers | 3,953 | $986.8K | 0.00% | −2,192−35.7% | Reduced |
| Toronto Dominion Bank | 3,832 | $956.6K | 0.00% | −57−1.5% | Reduced |
| Bank of Montreal | 3,822 | $954.1K | 0.00% | +308+8.8% | Added |
| Aigen Investment Management, LP | 3,699 | $923.4K | 0.16% | +2,183+144.0% | Added |
| Nissay Asset Management Corp | 3,604 | $904.8K | 0.01% | −4−0.1% | Reduced |
| Mariner, LLC | 3,538 | $883.3K | 0.00% | −1,407−28.5% | Reduced |
| LVW Advisors, LLC | 3,509 | $876.0K | 0.11% | −194−5.2% | Reduced |
| Allianz Asset Management GmbH | 3,441 | $859.0K | 0.00% | −1,263−26.8% | Reduced |
| HighTower Advisors, LLC | 3,386 | $845.2K | 0.00% | +165+5.1% | Added |
| Close Asset Management Ltd | 3,339 | $834.0K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,332 | $831.8K | 0.00% | −205,096−98.4% | Reduced |
| Portside Wealth Group, LLC | 3,231 | $806.6K | 0.13% | −533−14.2% | Reduced |
| Stephens Inc | 3,210 | $801.3K | 0.01% | +75+2.4% | Added |
| Federated Hermes, Inc. | 3,154 | $787.3K | 0.00% | +431+15.8% | Added |
| TD Asset Management Inc | 3,042 | $759.4K | 0.00% | +219+7.8% | Added |
| State of Alaska, Department of Revenue | 3,029 | $756.0K | 0.01% | −55−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,964 | $739.9K | 0.35% | +179+6.4% | Added |
| MML Investors Services, LLC | 2,945 | $735.0K | 0.00% | +107+3.8% | Added |
| New York Life Investment Management LLC | 2,852 | $711.9K | 0.01% | −265−8.5% | Reduced |
| Captrust Financial Advisors | 2,776 | $693.0K | 0.00% | +1,110+66.6% | Added |
| New Age Alpha Advisors, LLC | 2,748 | $686.0K | 0.03% | +2,748 | New |
| Norden Group LLC | 2,570 | $641.6K | 0.07% | −353−12.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,453 | $612.3K | 0.01% | −1,650−40.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,420 | $604.1K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,327 | $580.9K | 0.06% | +13+0.6% | Added |
| JustInvest LLC | 2,305 | $575.3K | 0.01% | +132+6.1% | Added |
| Wolverine Trading, LLC | 2,309 | $574.8K | 0.01% | +2,309 | New |
| Gulf International Bank (UK) Ltd | 2,279 | $568.0K | 0.01% | −59−2.5% | Reduced |
| Guggenheim Capital LLC | 2,261 | $564.4K | 0.00% | +2,261 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,256 | $563.2K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 2,223 | $554.9K | 0.02% | +2,223 | New |
| CIBC Asset Management Inc | 2,219 | $553.9K | 0.00% | +187+9.2% | Added |
| Canada Pension Plan Investment Board | 2,200 | $549.2K | 0.00% | +2,200 | New |
| Everpar Advisors LLC | 2,138 | $533.7K | 0.27% | −15−0.7% | Reduced |
| Quantinno Capital Management LP | 2,122 | $529.7K | 0.01% | +543+34.4% | Added |
| Sienna Gestion | 2,111 | $526.9K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,100 | $524.2K | 0.01% | −1,990−48.7% | Reduced |
| Machina Capital S.A.S. | 2,081 | $519.5K | 0.22% | +2,081 | New |
| Outlook Wealth Advisors, LLC | 2,026 | $505.8K | 0.15% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 2,012 | $502.3K | 0.35% | −20,493−91.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,008 | $501.3K | 0.00% | −948−32.1% | Reduced |
| Gibbs Wealth Management | 1,987 | $496.0K | 0.13% | −585−22.7% | Reduced |
| Securian Asset Management, Inc | 1,966 | $490.8K | 0.01% | −100−4.8% | Reduced |
| Macquarie Group Ltd | 1,919 | $479.1K | 0.00% | +1,281+200.8% | Added |
| Old National Bancorp | 1,915 | $478.0K | 0.01% | −34−1.7% | Reduced |
| Forum Financial Management, LP | 1,862 | $464.8K | 0.01% | +993+114.3% | Added |
| Callan Family Office, LLC | 1,832 | $457.3K | 0.03% | +1,832 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,824 | $455.0K | 0.00% | −3,044−62.5% | Reduced |
| Gotham Asset Management, LLC | 1,817 | $453.6K | 0.00% | −627−25.7% | Reduced |
| Lighthouse Investment Partners, LLC | 1,774 | $442.8K | 0.02% | −9,226−83.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,773 | $442.6K | 0.00% | +1,773 | New |
| Meridian Financial Partners LLC | 1,764 | $440.0K | 0.23% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,759 | $439.1K | 0.08% | +1,759 | New |
| Heritage Family Offices, LLP | 1,725 | $430.6K | 0.21% | +47+2.8% | Added |
| Dark Forest Capital Management LP | 1,723 | $430.1K | 0.06% | +1,723 | New |
| Crossmark Global Holdings, Inc. | 1,706 | $426.0K | 0.01% | −481−22.0% | Reduced |
| Avanza Fonder AB | 1,700 | $424.4K | 0.01% | +1,700 | New |
| Creative Planning | 1,649 | $411.6K | 0.00% | −186−10.1% | Reduced |
| Advisor OS, LLC | 1,645 | $410.6K | 0.05% | −1,549−48.5% | Reduced |
| Sterling Capital Management LLC | 1,607 | $401.2K | 0.01% | +582+56.8% | Added |
| Tower Research Capital LLC (TRC) | 1,599 | $399.2K | 0.01% | +173+12.1% | Added |
| Commerce Bank | 1,577 | $393.7K | 0.00% | +27+1.7% | Added |
| Avantax Advisory Services, Inc. | 1,567 | $391.2K | 0.00% | −243−13.4% | Reduced |
| Maryland State Retirement & Pension System | 1,539 | $384.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,534 | $382.9K | 0.02% | +28+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,519 | $379.2K | 0.00% | +207+15.8% | Added |
| ProShare Advisors LLC | 1,501 | $374.7K | 0.00% | +58+4.0% | Added |
| Intech Investment Management LLC | 1,488 | $371.4K | 0.00% | −258−14.8% | Reduced |
| Utah Retirement Systems | 1,470 | $367.0K | 0.00% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,448 | $361.5K | 0.22% | +119+9.0% | Added |
| Kestra Advisory Services, LLC | 1,433 | $357.7K | 0.00% | −234−14.0% | Reduced |
| Apollon Wealth Management, LLC | 1,430 | $357.0K | 0.01% | −84−5.5% | Reduced |
| Paloma Partners Management Co | 1,425 | $355.7K | 0.02% | −45,542−97.0% | Reduced |
| Dynasty Wealth Management, LLC | 1,416 | $353.5K | 0.01% | −92−6.1% | Reduced |
| Venturi Wealth Management, LLC | 1,415 | $353.2K | 0.02% | +65+4.8% | Added |
| Jane Street Group, LLC | 1,409 | $351.7K | 0.00% | −437−23.7% | Reduced |
| Wesbanco Bank Inc | 1,384 | $345.5K | 0.01% | −164−10.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,381 | $344.7K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,334 | $333.0K | 0.01% | −145−9.8% | Reduced |
| Ossiam | 1,319 | $329.3K | 0.01% | +585+79.7% | Added |
| Park Avenue Securities LLC | 1,312 | $328.0K | 0.00% | −319−19.6% | Reduced |